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Walmart
WMT

Overview Fund Activity

1,509 hedge funds and large institutions have $65B invested in Walmart in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 571 increasing their positions, 665 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
-11
Holders Change %
-0.72%
% of All Funds
37.62%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.75%
New
99
Increased
571
Reduced
665
Closed
96
Calls
$832M
Puts
$1.33B
Net Calls
-$500M
Net Calls Change
+$142M

Top Buyers

1
BlackRock
BlackRock
New York
+$6.23B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$230M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$187M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$161M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$147M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$185M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$121M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$109M
4
PPA
Parametric Portfolio Associates
Washington
-$101M
5
Morgan Stanley
Morgan Stanley
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1426
Mascoma Wealth Management
New Hampshire
$85K -$4.99K -207 -6%
AOWM
1427
Alpha Omega Wealth Management
Virginia
$83K – – –
MIC
1428
MU Investments Company
Japan
$82K -$11.4K -480 -12%
GI
1429
Gradient Investments
Minnesota
$81K +$46.3K +1,935 +133%
CPIG
1430
Chicago Partners Investment Group
Illinois
$81K +$72.2K +3,000 +820%
MFBTD
1431
MB Financial Bank - Trust Department
Illinois
$77K -$210K -8,778 -73%
DSN
1432
D. Scott Neal
Kentucky
$77K – – –
PVH
1433
Psagot Value Holdings
Israel
$76K -$61.5K -2,550 -45%
AA
1434
Apriem Advisors
California
$74K -$5.11M -213,468 -99%
BCM
1435
Blume Capital Management
California
$72K -$9.14K -381 -11%
EWM
1436
Endurance Wealth Management
Rhode Island
$71K -$25.1K -1,050 -26%
WOC
1437
West Oak Capital
California
$68.5K – – –
WIM
1438
Westside Investment Management
California
$65.6K +$22.6K +948 +53%
KTC
1439
Kistler-Tiffany Companies
Pennsylvania
$61K +$3.87K +162 +7%
PWM
1440
Perigon Wealth Management
California
$60K -$218 -9 -0.4%
MIP
1441
Mondrian Investment Partners
United Kingdom
$59K – – –
SIAP
1442
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$58K +$24.7K +1,038 +74%
IUHSA
1443
Itau Unibanco Holding S.A.
Brazil
$55K -$10.1K -420 -16%
FMP
1444
Financial Management Professionals
Texas
$55K – – –
WPA
1445
West Paces Advisors
Georgia
$53.5K – – –
CPA
1446
Clear Perspective Advisors
Illinois
$47K -$5.37K -225 -10%
BIG
1447
Bellwether Investment Group
Tennessee
$46K -$793K -33,345 -95%
VCM
1448
Vigilant Capital Management
Maine
$41K -$57.2K -2,394 -58%
CAW
1449
Cornerstone Advisors (Washington)
Washington
$41K -$1.6K -66 -4%
FMA
1450
FNY Managed Accounts
New York
$41K +$41K +1,725 New
56 57
58
59 60